Demo

Financial Analyst

Insight Global
Newport, CA Full Time
POSTED ON 4/1/2025
AVAILABLE BEFORE 4/30/2025

Required Skills & Experience:

  • 4 years of professional experience in data/finance analyst role
  • 2 years with Tableau Desktop (calculated fields, LOD formulas)
  • Extensive experience with large, complex data sets and database literacy- analyzing, validating, and cleaning data
  • Advanced Excel skills
  • Strong financial modeling knowledge/working on financial data
  • Bachelor's Degree in Business, Economics, Finance, or related field

What you will be doing:

• Fully managing multiple campaigns and clients by serving as the lead for all financial and operational reporting; analyzing, reporting, and driving sales and profitability.

• Validating and managing challenging data sets to deliver accurate, clear, and concise reports and analysis.

• Working as the key contact with clients to analyze the success of campaigns, recommend strategic improvements, manage datasets, and resolve discrepancies.

• Working closely with executive teams, sales teams, and internal finance and analytics teams.

• Developing financial and operational targets/goals with executives and clients.

• Utilizing strong data and modeling skills to build pro-forma P&Ls, analyze compensation structures, identify trends, build forecasts, explain processes and techniques, and recommend actions.

• Locating and defining new process improvement opportunities.

• Managing and improving the commissions process and validating results.


Compensation:

$120K/yr to $140K/yr.

Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

Salary : $120,000 - $140,000

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